Unified Wealth
Management Solutions.

With choice where it matters.
Unifying best-in-class technologies for a superior advisor experience.
CircleBlack delivers portfolio management and performance reporting, tightly integrated with your choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business.
CircleBlack is an integrated advisor hub, built on an open platform that’s fast, scalable, and easy to deploy.
Work smarter, not harder
- Gain a 360-degree view of advisor and client activities
- Work within a single, powerful interface
- Build relationships with investor communication tools
- Integrate a wide array of advisor technology solutions to work more efficiently
- Customize to fit business and investor needs
Do more, because it has more
- Best-of-breed technology that works for your business
- Clear visibility into investments and clients
- Open platform for easy scaling
- Fast and easy to deploy
- Superior Investor app for enhanced client engagement